Kazera Global Share Discussion Threads

[gbcol] 01/9/2024 07:14

Well this BB has gone seriously downhill since the share price went in the other direction. Disappointing. (Edit- the former is disappointing not the latter, for me anyway!)

[kemche] 01/9/2024 07:04

al101uk, expect a Pharmacal in the morning. Followed by a bashing.

I speak from experience. Quite a few of them. I cannot move for the Pharmacals and the bashings that I have received.

[al101uk] 31/8/2024 23:58

So to summarize, as far as I can tell, Richie failed to read a post properly and went on the attack. When called out, he could have said that he misread the post or he could stick to his guns and continue to call the poster names.

How do you think it goes when Mr Jennings makes a mistake with an investment he's been shouting from the rooftops about?

What do you think Mr Jennings reaction is when private investors end up with a dent in their wallets as a result?

The rationality and integrity of a companies largest shareholder when he has so much say in the goings on of the company is important. Especially when he's privy to information that normal PI's like us are not. Again, I would question if having access to the contract signed between Hebei and Kazera constitutes insider information, in which case Richard should not have been able to sell a large chunk of his shares.

And that isn't even the information he has that he refuses to reveal and that proves me wrong.

[richie666] 31/8/2024 19:06

You are owed nothing "a101UK". You typify everything that supports the abhorrence of Yooman Binz.U are cleary very angry with me for some reason. Its not hard to contact me. If u have the nerve then feel free to reach me personally & vent your twisted anger at me.Sorry for not wishing u Bon Wkend. I dont.

[al101uk] 31/8/2024 14:44

"There is no issue with the contract. Its water tight."

So why bring it up then?

"Many of your assertions here have beem wrong."

I don't make assertions, I provide information that I find while researching and then I create a potential narrative around that information. I provide links where I'm using something as a fact that isn't generally known or accepted.

"I've been wrong"... well no sh't Sherlock, of course I've been wrong. I'm not privy to what's going on, I can only take the information I'm given and take it to what I see as its most likely logical conclusion. I also accept when I'm wrong, admit it openly and change my mind.

Unfortunately you provide nothing but personal attacks and throw your toys out of the pram when you meet someone with a different information set who has therefore drawn different conclusions. With all of your shares and insider info, you f'cked up on Ironveld so if you're not going to provide what is presumably insider information here that proves me wrong and that you shouldn't be trading on please do one.

I think it's worth remembering that Richie has seen the contract that none of us have, but has reduced his direct holding in the company.

I have a future post you may be interested in RJ, I've had the research for weeks if not months, but haven't bothered because I don't think anyone really cares about the conflicts of interest here, but maybe it's worth it just for the entertainment value.

I go all the way back to Pathfinder Properties, remember them?

[penrith] 30/8/2024 10:39

Would not have thought at the beginning of the month I would have been nicely top slicing KZG and to top it all just watched Atkinson at Lords making his maiden test century. Living the dream ...Lol.

[qs99] 30/8/2024 08:26

Still buyers out in force...let's see if they can turn this blue....GLA

[richie666] 30/8/2024 06:25

There is no issue with the contract. Its water tight.The Chinese didnt do their DD in a nutshell.Many of your assertions here have beem wrong. I wont elaborate save for to echo the comment below - "from this point on let the share price do the talking".

[al101uk] 30/8/2024 01:50

Richie666,Apologies, sometimes I'm slow on the uptake. RJ, welcome to the conversation... bit of drunken projection there? So what is the issue with the contract?

[outspan] 29/8/2024 22:37

I clearly spoke too soon Penrith. Your question to me re Align is either mischievous or extremely poorly researched. Either way, it is out of order and we remain miles apart.

Suits me just to leave it at that and let Kazera do the talking over the coming year or two.

[al101uk] 29/8/2024 20:46

In the last report Align posted on Kazera they talk about the neighbour operation owned by a company called Mineral Commodities. For anyone who wants to research what it really means to be an HMS miner in SA, it's worth reading the operational update in their H1 results. Starts on page 10 of the document linked below:

hxxps://www.mineralcommodities.com/wp-content/uploads/2023/08/Appendix-4D-and-Half-Yearly-Financial-Statements.pdf

Also refer back to the MSP funding deal they have just done for Tormin.

I'll let you pull out your own useful info and form your own conclusions, I wouldn't want to be accused of being to bullish/bearish/on the fence or whatever :-/

[al101uk] 29/8/2024 19:17

richie666,

You forgot the bit where you post the correction?

Also "malicious untruths"

Where I posted:

"I'm 100% on the companies side on this one"

Huh?

I don't believe you read my post, but please post your rebuttal and we'll see :-)

[richie666] 29/8/2024 18:53

A101Uk - 100% false info.You know NADA of the reality of the TVM legal situation. NadaTime for some malicious untruths (as ever) to be corrected.

[al101uk] 29/8/2024 18:43

'The naysayers here have already missed out on 300% in a month and some continue to peer up their backsides!’

I have two responses to this:

1. The person who picked the perfect botton hasn't made a penny until they sell.

2. When Kazera was created, the share price was 3p, I read that as the avoidance of a 50% loss.

[al101uk] 29/8/2024 18:37

Years ago I was invested in a company that mothballed it's entire production for a number of months. When results came out they were pretty much as I expected but with the addition of a surprisingly big chunk of cash paid out by the company for "nothing" I could identify. I contacted Investor Relations and was told it was the ongoing operational costs of the mothballed site.

If Kazera push now and Hebei have decided the mine isn't profitable enough or the deal can't be done at a level that suits both, then there will be ongoing operational costs while another buyer is found. Kazera can't afford those operational costs right now, they are running on fumes and loans from directors. Management know better than anyone how long HMS will take to get in to full production, my experience is that it's normally longer than most PI's would guess... but who knows.

I'm 100% on the companies side on this one, far better to sit back, let Hebei pay the ongoing costs, wait to be in a position of strength and then play hard ball.

[richie666] 29/8/2024 18:23

And for the record, 2 people ground IRON into the dust - Cry Baby Clarke & Slippery Eales.Nobody else.

[richie666] 29/8/2024 18:22

Penrith - give it a rest.If u had half a brain u could see tbe Co flagged the inspection completion here - https://www.investegate.co.uk/announcement/rns/kazera-global--kzg/national-nuclear-regulator-certification-received/8367530"This has culminated in the NNR granting the Company permission, following a final inspection of the Company's operations later this month, to commence mining and processing at its site."I give up.

[gbcol] 29/8/2024 18:14

Align are clearly pressing hard for Kazera to sort out the Hebei debt (they have said as much). They want that money in and a return of capital to shareholders. How much influence they have is open to debate but must be a fair amount with their shareholding. Whatever you may think of them, it must be helpful to have them pushing for this, which we all want resolved asap.

[penrith] 29/8/2024 17:47

Outspan,The RNS is suggesting the final nod was given last Friday and some are suggesting Align may have created a spread bet this week. Anything fishy ??

[penrith] 29/8/2024 17:08

Wow that's a bit rude outspan. ' The naysayers here have already missed out on 300% in a month and some continue to peer up their backsides!'I would say those that bought around 3 may have a similar opinion of us who have an average of around 9 and have held for years.Anyway don't let's fall out now we are getting close. Seriously they have messed up big time over the last few years but let's hope that's all behind us.It would be fantastic to get an RNS next week saying a deal had been struck on the mine that left both companies in a win win situation.ATB.

[outspan] 29/8/2024 15:52

I'm with Cloud9surfer. Weeks not months! I even find myself quite close to Penrith recently which is definitely a first!

The potential offtakers were around even before NNR. They know exactly what they would get from a deal here but, quite sensibly, have needed to wait until production was a certainty! Likewise, Kazera management are right to have waited until they hold better cards before finalising anything.

The naysayers here have already missed out on 300% in a month and some continue to peer up their backsides!

[cloud9surfer] 29/8/2024 15:39

Did you miss the boat?

[cloud9surfer] 29/8/2024 15:37

I disagree. They would have been working on an offtake agreement for a period of time already knowing that the permit award was just a formality.

[penrith] 29/8/2024 15:35

So Tiger you reckon maybe late November early December. I was hoping October.To be honest at this stage I'm far more concerned with cash from the mine sale. A few million from that would take a lot of pressure off the HMS.